- 13 Sep 2024
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User Roles and Permissions
- Updated on 13 Sep 2024
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GRIN has multiple user roles, each with their own levels of access to the GRIN platform and permissions. Currently, the user roles are:
- Admin
- User
- Finance Admin
You can read more details about each role below.
Admin Role
Admins have the most permissions out of all the user roles and can change other users’ app permissions. Admins can:
- Access the full GRIN platform.
- View and manage their Account Settings, including:
- Their own User Profile
- Their own Security settings
- View and manage Integration Settings.
- Enable and manage White Labeling Settings (if the account has purchased these addons)
- View and manage Organization Settings, including:
- Company information
- Teams information and assignments
- Users information, including viewing, adding, editing, and deleting users
- Domain Management
- View and manage Billing Settings, including:
- Creator Funds Deposit information
- Subscription information
- Saved Payment Methods
Admins are not able to change their role as an Admin to another user role. They also cannot remove their own role.
User Role
Users are able to access the GRIN platform, but have limited permissions. Users can:
- Access the full GRIN platform.
- View and manage their Account Settings, including:
- Their own User Profile
- Their own Security settings
- View and manage Integration Settings.
- Enable and manage White Labeling Settings (if the account has purchased these addons)
- View and manage Billing Settings, including:
- Creator Funds Deposit information
- Subscription information
- Saved Payment Methods
Finance Admin Role
Finance Admins have limited access to the GRIN platform and permissions. Finance Admins are users who only manage the finances on the GRIN account. Finance Admins can:
- View and manage their Account Settings, including:
- Their own User Profile
- Their own Security settings
- View and manage Billing Settings, including:
- Creator Funds Deposit information
- Subscription information
- Saved Payment Methods
- View a list of all users on the GRIN account.
Customizable Permissions
The following table describes all the customizable permissions each user role can have. These permissions can be enabled or disabled when adding a user for the first time or editing their permissions.
Role | Category | Permission | Description |
---|---|---|---|
Admin / User | App Access | Reporting Dashboard | Enables the Reporting Dashboard page. |
Admin / User | App Access | Report Builder | Enables the Report Builder page. |
Admin / User | App Access | Recruitment | Enables all Recruit pages, including Social Listening and Landing Pages. |
Admin / User | App Access | Brands | Enables the Brands page. |
Admin / User | Management Permissions | Can create/edit/delete campaigns | Grants creating, editing, and deleting permissions for campaigns. The user can still view campaigns if disabled. |
Admin / User | Management Permissions | Can create/edit/delete templates & sequences | Grants creating, editing, and deleting permissions for email templates and sequences. The user can still view and use templates and emails if disabled. |
Admin / User | Management Permissions | Can send emails | Allows users to connect their email addresses to GRIN and send emails from GRIN. |
Admin / User | Management Permissions | Can export data | Allows users to export CSV files from tables within GRIN. |
Admin / User | Financial Access | Can view financials | Allows users to view financial data. |
Admin / User | Financial Access | Can make payments | Allows users to make payments to creators from within GRIN. |
Admin / User / Finance Admin | Billing Access | View subscription information | Displays GRIN subscription information and allows contact with the GRIN team for plan upgrades. |
Admin / User / Finance Admin | Billing Access | View subscription invoice history | Displays GRIN subscription invoices and subscription payment history. |
Admin / User / Finance Admin | Billing Access | View creator funds deposit history | Displays the Deposits history on the Creator Funds Deposit page. |
Admin / User / Finance Admin | Billing Access | Manage payment methods | Allows users to add and manage payment methods for creator funds deposit. |
Admin / User / Finance Admin | Billing Access | Deposit funds | Allows users to deposit funds for creator payments using configured payment methods or generate an invoice. |
Admin / User | Contacts | All Contacts | Allows the user to see and interact with all contacts on the GRIN account. |
Admin / User | Contacts | Owned Contacts Only | Only allows the user to see and interact with contacts owned by the user. |